Daniel Wilson

• Lead derivatives sales coverage for diverse portfolio of mid-to-large cap clients, including REIT, REIF, CRE, Energy,
Sponsor, Regional, Commercial, Institutional & Corporate/Investment Banking business lines.
• Collaborated with internal stakeholders to originate and execute over $5B notional in derivative transactions annually.
Navigated clients through complex market environments (LIBOR cessation, rate volatility, FX shocks), advising on
strategic timing, pricing, and term structure.
• Structured bespoke hedge strategies tied to M&A financing, debt issuances, and liquidity events (including
cancelable swaps, collars, swaptions, & cross currency swaps) to optimize hedge accounting treatment under ASC 815.

• Owned all aspects of deal flow, including ISDA / CSA negotiation, in order to drive revenue growth & consistently
meet and exceed team and individual revenue goals, helped to win new business and continually developed client relationships.
• Partnered with DCM, loan syndications, and investment banking teams to provide holistic client coverage across
capital markets and treasury solutions.

• Supported coverage of public and private corporate clients across sectors (industrials, tech, healthcare, project
finance).
• Produced tailored client pitch materials leveraging macroeconomic themes, trade analytics, and cost-benefit
modeling & maintained pipeline tracking and regulatory documentation, ensuring adherence to EMIR/Dodd-Frank
rules.

• Rotated across FX Trading, Rates Structuring, and Corporate Sales desks.

• Built foundational expertise in market drivers, option pricing, risk metrics, and trade lifecycle management.

• Developed pricing tools and client materials that were later standardized across the desk.

• Independently prepared security valuation reports for portfolio managers, Invesco Valuation Teams, financial
reporting personnel, and independent fund auditors.
• Researched and reported on global market trends & analyzed and modeled complex trades for structured &
derivative products including CLOs, CLNs, OTC & Excess Return Swaps.